Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2022 · compared with Q1 2022
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $3.4B
- Weight of 13F
- 8.8%
- Names
- 74
- Net bought
- +$1.7B
Filed 9 August 2022 · SEC filing.
1,200 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026131 names$3.8B+$84.6M
- Q1 202673 names$3.5B−$51.3M
- Q4 202584 names$4.6B−$46.4M
- Q3 202583 names$5.6B−$11.6M
- Q2 202580 names$5.4B+$141M
- Q1 202578 names$4.3B−$193M
- Q4 202477 names$5.0B−$141M
- Q3 202477 names$4.8B−$48.9M
- Q2 202479 names$4.8B−$133M
- Q1 202484 names$4.9B−$291M
- Q4 202383 names$4.9B−$184M
- Q3 202383 names$4.3B−$123M
- Q2 202381 names$4.7B−$38.0M
- Q1 202378 names$4.1B+$8.1M
- Q4 202277 names$3.4B+$115M
- Q3 202276 names$3.3B+$111M
- Q2 202274 names$3.4B+$1.7B
- Q1 202277 names$4.3B−$192M
- Q4 202179 names$5.1B−$91.0M
- Q3 202174 names$4.8B−$179M
- Q2 202173 names$4.8B+$1.6B
- Q1 202170 names$4.4B−$457M
- Q4 202069 names$4.8B−$48.2M
- Q3 202067 names$4.4B−$312M
- Q2 202064 names$3.9B+$337M
- Q1 202061 names$2.8B+$219M
- Q4 201964 names$2.8B+$53.1M
- Q3 201958 names$2.4B+$101M
- Q2 201955 names$2.4B+$166M
- Q1 201939 names$2.0B+$34.4M
- Q4 201838 names$1.6B+$35.5M
- Q3 201833 names$1.8B−$2.0B
- Q2 201831 names$3.5B+$94.8M
- Q1 201830 names$3.2B+$18.8M
- Q4 201730 names$2.9B+$13.8M
- Q3 201729 names$2.6B+$33.8M
- Q2 201728 names$2.5B−$3.8M
- Q1 201727 names$2.3B−$625K
- Q4 201626 names$2.1B−$48.3M
- Q3 201626 names$2.1B+$41.0M
- Q2 201625 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,538,625 shares · 41.3% of their software · price −$285M$1.4B+$126M
- FortinetFTNT2,627,130 shares · 4.3% of their software · price −$749M$149M+$697M
- AdobeADBE405,439 shares · 4.3% of their software · price −$36.3M$148M+$32.3M
- SalesforceCRM814,598 shares · 3.9% of their software · price −$38.5M$134M+$13.7M
- OracleORCL1,885,814 shares · 3.8% of their software · price −$24.3M$132M+$12.1M
- The Trade DeskTTD2,037,539 shares · 2.5% of their software · price −$55.7M$85.4M−$7.7M
- BroadridgeBR577,631 shares · 2.4% of their software · price −$7.6M$82.3M+$1.8M
- SynopsysSNPS263,324 shares · 2.3% of their software · price −$7.8M$80.0M−$14.3M
- Automatic Data Processing, Inc.ADP362,740 shares · 2.2% of their software · price −$6.3M$76.2M+$2.1M
- IntuitINTU186,736 shares · 2.1% of their software · price −$17.8M$72.0M−$4.8M
- CloudflareNET1,254,733 shares · 1.6% of their software · price −$95.3M$54.9M−$19.9M
- CoStarCSGP892,561 shares · 1.6% of their software · price −$5.5M$53.9M+$1.1M
- ServiceNowNOW111,114 shares · 1.5% of their software · price −$9.0M$52.8M+$7.5M
- VeevaVEEV260,300 shares · 1.5% of their software · price −$3.8M$51.6M+$1.9M
- SnowflakeSNOW368,565 shares · 1.5% of their software · price −$33.2M$51.3M+$23.2M
- Paychex, Inc.PAYX438,005 shares · 1.4% of their software · price −$9.9M$49.9M+$5.5M
- DatadogDDOG482,868 shares · 1.3% of their software · price −$27.2M$46.0M+$3.6M
- ShopifySHOP1,370,450 shares · 1.2% of their software · price −$884M$42.8M+$827M
- WorkdayWDAY296,201 shares · 1.2% of their software · price −$29.6M$41.3M−$32.4M
- Fiserv, Inc.FISV409,361 shares · 1.1% of their software · price −$5.1M$36.4M+$6.6M
- ZoomZM324,552 shares · 1.0% of their software · price −$3.0M$35.0MFlat
- CadenceCDNS214,430 shares · 0.9% of their software · price −$3.1M$32.2M+$2.9M
- Check PointCHKP237,633 shares · 0.8% of their software · price −$3.9M$28.9M+$7.3M
- Palo Alto NetworksPANW56,608 shares · 0.8% of their software · price −$7.3M$28.0M+$3.3M
- TwilioTWLO299,772 shares · 0.7% of their software · price −$24.3M$25.1MFlat
- Roper Technologies, Inc.ROP62,653 shares · 0.7% of their software · price −$4.9M$24.7M+$5.5M
- Gen DigitalGEN1,113,860 shares · 0.7% of their software · price −$5.1M$24.5M+$6.6M
- NetApp, Inc.NTAP361,633 shares · 0.7% of their software · price −$6.4M$23.6M+$1.1M
- AutodeskADSK135,735 shares · 0.7% of their software · price −$5.8M$23.3M+$2.5M
- CrowdStrikeCRWD113,384 shares · 0.6% of their software · price −$6.6M$19.1M+$3.6M
- VeriSign, Inc.VRSN111,817 shares · 0.5% of their software · price −$6.2M$18.7M+$2.2M
- SS&CSSNC317,073 shares · 0.5% of their software · price −$5.4M$18.4M+$2.0M
- AkamaiAKAM186,921 shares · 0.5% of their software · price −$5.2M$17.1M+$1.5M
- Block, Inc.XYZ275,861 shares · 0.5% of their software · price −$20.5M$17.0M+$5.2M
- VeriskVRSK97,492 shares · 0.5% of their software · price −$4.0M$16.9M−$22.0M
- Uber Technologies, Inc.UBER783,866 shares · 0.5% of their software · price −$11.9M$16.0M+$3.4M
- CertaraCERT657,150 shares · 0.4% of their software$14.1MFlat
- OpenTextOTEX223,442 shares · 0.4% of their software · price −$1.0M$14.0MFlat
- DropboxDBX596,433 shares · 0.4% of their software · price −$1.3M$12.5MFlat
- FactSetFDS31,339 shares · 0.4% of their software · price −$1.6M$12.1M−$1.5M
- Tyler TechnologiesTYL29,444 shares · 0.3% of their software · price −$3.3M$9.8M−$10.6M
- MongoDBMDB36,788 shares · 0.3% of their software · price −$6.8M$9.5M+$2.7M
- PaycomPAYC33,480 shares · 0.3% of their software · price −$2.2M$9.4M+$1.2M
- F5, Inc.FFIV52,889 shares · 0.2% of their software · price −$3.0M$8.1M+$1.9M
- TrimbleTRMB137,694 shares · 0.2% of their software · price −$1.9M$8.0M+$1.3M
- PalantirPLTR881,040 shares · 0.2% of their software · price −$4.1M$8.0M+$1.7M
- ZscalerZS53,280 shares · 0.2% of their software · price −$4.9M$8.0M+$2.4M
- HubSpotHUBS26,210 shares · 0.2% of their software · price −$4.6M$7.9M+$1.4M
- OktaOKTA81,313 shares · 0.2% of their software · price −$4.9M$7.4M+$1.7M
- Fair IsaacFICO18,265 shares · 0.2% of their software · price −$1.2M$7.3M+$1.1M
- CourseraCOUR480,180 shares · 0.2% of their software · price −$4.3M$6.8MFlat
- PTCPTC63,645 shares · 0.2% of their software$6.8M+$831K
- GoDaddyGDDY90,131 shares · 0.2% of their software · price −$1.3M$6.3M+$867K
- DocuSignDOCU106,466 shares · 0.2% of their software · price −$5.3M$6.1M+$1.0M
- BILLBILL51,105 shares · 0.2% of their software · price −$6.0M$5.6M+$3.3M
- Q2QTWO143,930 shares · 0.2% of their software · price −$3.3M$5.6MFlat
- DuolingoDUOL56,720 shares · 0.1% of their software$5.0MFlat
- ZoomInfoZI143,060 shares · 0.1% of their software$4.8M—
- DynatraceDT104,182 shares · 0.1% of their software · price −$798K$4.1M+$860K
- UnityU103,192 shares · 0.1% of their software · price −$6.4M$3.8M+$7.6M
- Bentley SystemsBSY99,562 shares · 0.1% of their software · price −$1.1M$3.3MFlat
- GuidewireGWRE43,275 shares · 0.1% of their software · price −$1.0M$3.1M+$522K
- RingCentralRNG45,352 shares · 0.1% of their software · price −$2.9M$2.4M+$963K
- AppLovinAPP63,055 shares · 0.1% of their software · price −$1.3M$2.2MNew · +$3.5M
- Lyft, Inc.LYFT161,911 shares · 0.1% of their software · price −$4.1M$2.2M+$1.5M
- WixWIX31,001 shares · 0.1% of their software · price −$1.2M$2.0MFlat
- Grab Holdings LimitedGRAB591,884 shares · 0.0% of their software · price −$574K$1.5MFlat
- CommvaultCVLT18,521 shares · 0.0% of their software$1.2MFlat
- TeradataTDC19,210 shares · 0.0% of their software$711KFlat
- Amdocs LimitedDOX7,234 shares · 0.0% of their software$603KFlat
- A10 Networks, Inc.ATEN30,701 shares · 0.0% of their software$441KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI5,000 shares · 0.0% of their software$218KFlat
- BlackBerry LimitedBB2,276 shares · 0.0% of their software$20KFlat
- LightspeedLSPD500 shares · 0.0% of their software$19KFlat